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Leona M. & Harry B. Helmsley Charitable Trust
hedge fundUpdated 16 days agoManaged by Leona M. & Harry B. Helmsley Charitable Trust • Latest filing Q3 2026
Portfolio value
$233.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-33.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $316.9M |
| Q1 2026 | $219.1M |
| Q2 2026 | $215M |
| Q3 2026 | $233.1M |
Top holdings
2 positions as of Q3 2026